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Technology Stocks : Network Associates (NET)

NET 202.29

-0.2%

Dec 26 4:00 PM EST

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To: Chuzzlewit who wrote (2144)	3/19/1998 3:21:00 PM
From: Bulldozer	Read Replies (3) of 6021

Paul please, you have been a very credible presence on this thread - don't blow it now. NETA bought TISX because Larson needed to get into segments with higher growth than virus and network diagnostics (though he could have picked a better segment than firewalls). He 'picked' TISX because they could not compete with Checkpoint on their own (TISX has stated they did not have the channel strength of Checkpt) and it was valued at $300M vs. Checkpoint's possible ($50/sh) value of $1.6B+. Plus - there is no way Checkpt would have been interested in NETA - don't need them. Rancher summarizes the party line - sounds good and it may work. Integration will not be easy and a company will not buy a TISX firewall (they probably already have a Chpt, Cisco or Raptor one anyway)just because they have Sniffer etc. As far as the govt. - good customer - but he'll need more than that to please the Street. Bulldozer

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